Anic Equity¶
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Total return since start: 0.568 %¶
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Equity now: -----------------------------> 47887.25 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46492.29 Kr¶
PnL: ---------------------------------------> -396.28 Kr¶
DD now: ---------------------------------> -1.527 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-24 09:25:37.622558'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Beijer Electronics Group | 26 | 0.490000 | 3224.000000 | 253.000000 | 8.520000 | 2971.000006 |
| HEBA B | 70 | -1.110000 | 2807.000000 | 171.000000 | 6.490000 | 2636.000010 |
| Corem Property Group B | 59 | 0.190000 | 634.250000 | 57.250000 | 9.920000 | 576.999999 |
| AcadeMedia | 12 | -0.100000 | 601.800000 | 44.800000 | 8.040000 | 557.000004 |
| MedCap | 2 | -0.220000 | 464.000000 | 43.000000 | 10.210000 | 421.000000 |
| HMS Networks | 2 | -0.890000 | 710.800000 | 37.800000 | 5.620000 | 673.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | -1.180000 | 392.300000 | 37.300000 | 10.510000 | 355.000000 |
| Boozt | 12 | -0.070000 | 1687.200000 | 33.200000 | 2.010000 | 1653.999996 |
| Resurs Holding | 22 | 0.360000 | 605.880000 | 31.880000 | 5.550000 | 573.999998 |
| SAAB B | 8 | -0.050000 | 3401.600000 | 24.600000 | 0.730000 | 3377.000000 |
| Intrum | 4 | 0.510000 | 549.200000 | 22.200000 | 4.210000 | 527.000000 |
| Norva24 Group | 16 | -0.280000 | 563.200000 | 20.200000 | 3.720000 | 543.000000 |
| OEM International B | 7 | 0.390000 | 546.700000 | 18.700000 | 3.540000 | 527.999997 |
| Eastnine | 4 | 0.000000 | 508.800000 | 17.800000 | 3.630000 | 491.000000 |
| Nordea Bank Abp | 29 | 0.720000 | 3468.980000 | 14.980000 | 0.430000 | 3453.999992 |
| Swedbank A | 3 | 1.350000 | 576.150000 | 12.150000 | 2.150000 | 564.000000 |
| Securitas B | 6 | 0.290000 | 581.640000 | 11.640000 | 2.040000 | 570.000000 |
| Coor Service Management Hold. | 8 | -0.660000 | 543.200000 | 11.200000 | 2.110000 | 532.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -0.730000 | 572.250000 | 10.250000 | 1.820000 | 562.000005 |
| FM Mattsson Mora Group B | 50 | -0.840000 | 2935.000000 | 8.000000 | 0.270000 | 2927.000000 |
| CTEK | 13 | 0.940000 | 541.710000 | 7.710000 | 1.440000 | 533.999999 |
| Karnov Group | 9 | 0.330000 | 543.600000 | 7.600000 | 1.420000 | 536.000004 |
| Handelsbanken A | 5 | 0.640000 | 549.500000 | 3.500000 | 0.640000 | 546.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | -0.190000 | 248.400000 | 2.400000 | 0.980000 | 246.000000 |
| Creaspac SPAC | 6 | -0.210000 | 575.400000 | -1.600000 | -0.280000 | 577.000002 |
| Midsona B | 63 | 0.880000 | 574.560000 | -8.440000 | -1.450000 | 582.999984 |
| Essity B | 2 | -0.780000 | 558.800000 | -15.200000 | -2.650000 | 574.000000 |
| Essity A | 4 | -0.880000 | 1122.000000 | -27.000000 | -2.350000 | 1149.000000 |
| International Petroleum Corp. | 5 | -1.480000 | 566.500000 | -28.070000 | -4.720000 | 594.565215 |
| Sampo Oyj SDB | 7 | -0.820000 | 3811.500000 | -38.500000 | -1.000000 | 3850.000000 |
| Vivesto | 1368 | 0.200000 | 552.670000 | -60.330000 | -9.840000 | 612.999432 |
| Axfood | 13 | 0.000000 | 3660.800000 | -95.200000 | -2.530000 | 3756.000001 |
| OX2 | 18 | -1.500000 | 1418.400000 | -245.600000 | -14.760000 | 1663.999992 |
| Fasadgruppen Group | 35 | -0.400000 | 3482.500000 | -328.500000 | -8.620000 | 3810.999990 |
| Ovzon | 52 | 0.000000 | 2912.000000 | -450.000000 | -13.380000 | 3361.999992 |
| TOTAL | 46492.290000 | -396.280000 | -1.52713% | 46888.564618 |
Updated:¶
'2023-01-24 09:25:50.301244'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
